Placing/Cancelling Requests

These are the steps for how to place a request when you have the book in hand and want to put it on hold for a patron.

To place a request on an item in Alma, search for the item in the persistent search box. Search by “physical items” and barcode.
Then on the far right side of the screen, click on “request”.
In the “request type” drop down, select “patron physical item request”.
Type the patron’s barcode into the “requestor” field.
Fill in the pickup location in the “pick up at” field.
Then click “submit”.
A slip will pop up onto the screen because the system assumes the item needs to be pulled. If you already have the item, press “cancel”.
Next go to Scan in Items.
Scan the barcode into the “Scan item barcode” field.
A hold slip will pop up onto the screen. Click on “print” to print the hold slip. Fold the hold slip lengthwise and place it into the book.
Shelve the book on the hold shelf by the patron’s last name.
In 1 hour, the patron will receive an Item Available notice instructing them to come in and pick up the item. If they don’t pick up the item in a few days, a reminder notice will be sent.

To cancel a request on an item in Alma, search for the patron by clicking on Fulfillment, >> Manage Patron Services, then scan their barcode number into the search box.
Then click on the “Requests” tab.
Locate the title you need to cancel and on the far right, click on the three ellipses and choose “cancel”.
Choose the reason for cancellation.
Please decide if you would like to Notify the user of this cancellation or not notify them. If the “Notify User” box remains checked, this will immediately send a cancellation notification to the patron.
As a final step go to Fulfillment >> Scan in items
Scan the item barcode into the “Scan item barcode” field.
This removes the status of the item being on the hold shelf and changes the item status to “Item in place (awaiting reshelving...)”.